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U.S. Real Estate Sector Analysis

UpdatedMay 14, 2026
DataAggregated Company Financials
Companies277
  • 7D-1.1%
  • 3M2.5%
  • 1Y9.6%
  • YTD7.6%

In the last week, the Real Estate industry is up 1.1%, with Welltower up 1.7%. In the last 12 months, the industry was up 9.4%. Earnings are forecast to grow by 7.7% annually.

Sector Valuation and Performance

Has the U.S. Real Estate Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 14 May 2026US$1.6tUS$339.7bUS$38.9b29.8x42.3x4.8x
Sat, 11 Apr 2026US$1.6tUS$334.7bUS$34.6b27.8x45.7x4.7x
Mon, 09 Mar 2026US$1.6tUS$335.6bUS$35.2b28.8x45.2x4.7x
Wed, 04 Feb 2026US$1.5tUS$332.3bUS$34.3b29.1x44.5x4.6x
Fri, 02 Jan 2026US$1.5tUS$339.2bUS$32.2b29.1x46.8x4.4x
Sun, 30 Nov 2025US$1.6tUS$338.2bUS$32.8b29.5x47.5x4.6x
Tue, 28 Oct 2025US$1.6tUS$333.8bUS$31.0b28x50.5x4.7x
Thu, 25 Sep 2025US$1.5tUS$331.4bUS$30.7b29x50.1x4.6x
Sat, 23 Aug 2025US$1.5tUS$331.3bUS$31.0b29.9x48.9x4.6x
Mon, 21 Jul 2025US$1.5tUS$326.0bUS$29.6b29.9x49.3x4.5x
Wed, 18 Jun 2025US$1.5tUS$326.3bUS$29.9b29.2x50x4.6x
Fri, 16 May 2025US$1.5tUS$326.5bUS$29.8b28.4x49.5x4.5x
Sun, 13 Apr 2025US$1.4tUS$321.4bUS$28.7b28.9x48.9x4.4x
Tue, 11 Mar 2025US$1.6tUS$326.5bUS$30.0b32.8x53.3x4.9x
Thu, 06 Feb 2025US$1.5tUS$320.6bUS$27.8b32.5x55.5x4.8x
Sat, 04 Jan 2025US$1.5tUS$320.0bUS$27.4b31.8x55.2x4.7x
Mon, 02 Dec 2024US$1.7tUS$320.0bUS$27.4b35.2x61x5.2x
Wed, 30 Oct 2024US$1.6tUS$316.1bUS$26.3b34.2x62x5.2x
Fri, 27 Sep 2024US$1.7tUS$315.7bUS$27.2b33.8x60.8x5.2x
Sun, 25 Aug 2024US$1.6tUS$314.6bUS$27.1b33.9x58x5x
Tue, 23 Jul 2024US$1.5tUS$305.1bUS$26.9b32.8x54.8x4.8x
Thu, 20 Jun 2024US$1.4tUS$306.5bUS$27.7b30.1x50.2x4.5x
Sat, 18 May 2024US$1.4tUS$306.9bUS$27.9b30.9x50.8x4.6x
Mon, 15 Apr 2024US$1.4tUS$306.7bUS$27.8b28.9x48.9x4.4x
Wed, 13 Mar 2024US$1.4tUS$305.7bUS$28.1b29.6x50.9x4.7x
Fri, 09 Feb 2024US$1.4tUS$305.8bUS$26.6b29.8x51.4x4.5x
Sun, 07 Jan 2024US$1.5tUS$323.0bUS$26.6b30.9x55.8x4.6x
Tue, 05 Dec 2023US$1.4tUS$323.0bUS$26.5b29.6x54.1x4.4x
Thu, 02 Nov 2023US$1.3tUS$326.4bUS$27.4b26.1x45.8x3.8x
Sat, 30 Sep 2023US$1.3tUS$325.2bUS$31.5b26.8x41.3x4x
Mon, 28 Aug 2023US$1.4tUS$323.2bUS$31.2b28.5x44.2x4.3x
Wed, 26 Jul 2023US$1.5tUS$326.2bUS$34.4b25.8x42.2x4.5x
Fri, 23 Jun 2023US$1.3tUS$314.0bUS$35.5b23.3x37.8x4.3x
Sun, 21 May 2023US$1.3tUS$314.9bUS$35.5b23.4x36.9x4.2x
Price to Earnings Ratio

36.9x


Total Market Cap: US$1.3tTotal Earnings: US$35.5bTotal Revenue: US$314.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Real Estate Sector Price to Earnings3Y Average 50x202420252026
Current Industry PE
  • Investors are pessimistic on the American Real Estate industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 42.3x which is lower than its 3-year average PE of 50.0x.
  • The industry is trading close to its 3-year average PS ratio of 4.6x.
Past Earnings Growth
  • The earnings for companies in the Real Estate industry have grown 3.0% per year over the last three years.
  • Revenues for these companies have grown 2.6% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the U.S. Real Estate sector?

US Market0.55%
Real Estate-1.13%
Health Care REITs2.38%
Industrial REITs-0.05%
Residential REITs-0.33%
Hotel and Resort REITs-1.40%
REITS-1.54%
Specialized REITs-1.92%
Office REITs-2.04%
Retail REITs-2.74%
Real Estate-4.37%
Industry PE
  • Investors are most optimistic about the Health Care REITs industry even though it's trading below its 3-year average PE ratio of 346x.
    • Analysts are expecting annual earnings growth of 23.2%, which is higher than its past year's earnings growth of 20.5% per year.
Forecasted Growth
  • Analysts are most optimistic on the Real Estate industry, expecting annual earnings growth of 26% over the next 5 years.
  • This is better than its past earnings decline of 0.6% per year.
  • In contrast, the Residential REITs industry is expected to see its earnings decline by 6.9% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
WELL WelltowerUS$220.141.7%
+US$2.6b		53.5%PB3.5x
VTR VentasUS$90.354.3%
+US$1.8b		41.7%PB3.3x
CTRE CareTrust REITUS$42.447.5%
+US$1.2b		51.4%PB2.4x
BEKE KE HoldingsUS$19.594.3%
+US$925.4m		-3.2%PE51.4x
COLD Americold Realty TrustUS$14.9117.4%
+US$630.7m		-16.9%PB1.5x

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Simon Property Group
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-2.4%
1Y
24.4%
DLR
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Digital Realty Trust
7D
-3.2%
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LINE
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CTRE
US$42.44
CareTrust REIT
7D
7.5%
1Y
51.4%
IRM
US$126.12
Iron Mountain
7D
-4.5%
1Y
29.8%
LAMR
US$146.62
Lamar Advertising
7D
3.9%
1Y
26.7%
COLD
US$14.91
Americold Realty Trust
7D
17.4%
1Y
-16.9%
O
US$61.52
Realty Income
7D
-3.9%
1Y
12.8%
OHI
US$48.00
Omega Healthcare Investors
7D
4.2%
1Y
33.7%
BEKE
US$19.59
KE Holdings
7D
4.3%
1Y
-3.2%
CBRE
US$140.65
CBRE Group
7D
-3.1%
1Y
9.0%
VTR
US$90.35
Ventas
7D
4.3%
1Y
41.7%
AMT
US$173.87
American Tower
7D
-3.5%
1Y
-15.0%
WELL
US$220.14
Welltower
7D
1.7%
1Y
53.5%